--- title: Clio Manage Reviews meta_title: 'Clio Manage Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 997 reviews by the users' company size, role or industry to find out how Clio Manage works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 997 scale: '5' date_modified: '2026-08-09' parent_category: name: Legal url: https://www.g2.com/categories/legal --- # Clio Manage Reviews **Vendor:** Clio **Category:** [Legal Practice Management Software](https://www.g2.com/categories/legal-practice-management) **Average Rating:** 4.6/5.0 **Total Reviews:** 997 ## About Clio Manage Ranked #1, Clio is the leading legal practice management software with built-in AI capabilities and the most 5-star reviews. Proudly used by 150,000+ lawyers from mid-sized, small & solo firms. Work the way you want with flexible solutions for multi-practice firms and manage your law firm securely from anywhere. Personal Injury, Real Estate, Family Law, Civil Litigation, Criminal Law, Immigration + more. Access and manage your work in one central system - with matters, contacts, billing, and everything you need in one place. Learn more at www.clio.com ## Clio Manage Pros & Cons **What users like:** - Users find Clio Manage to be **incredibly easy to use** , enjoying its organized, centralized case management features. (193 reviews) - Users value the **centralized document organization** in Clio Manage, streamlining case management and enhancing efficiency. (90 reviews) - Users value the **efficiency** of Clio Manage for centralizing case information and streamlining operations effectively. (89 reviews) - Users appreciate the **efficient billing automation** of Clio Manage, which streamlines processes and saves valuable time. (85 reviews) - Users appreciate the **intuitive interface** and **seamless integrations** that enhance their firm’s operational efficiency. (82 reviews) - Users commend Clio Manage for its **intuitive interface** , enhancing usability and supporting efficient workflow management. (76 reviews) - Users appreciate the **excellent organization** features of Clio Manage, making task and matter management highly efficient. (75 reviews) - Centralized Management (74 reviews) - Integrations (68 reviews) - Billing Ease (64 reviews) **What users dislike:** - Users express concerns about **missing features** , particularly the lack of case tracking and clear billing navigation in Clio Manage. (87 reviews) - Users note the **limitations in custom solutions** with Clio Manage, requiring third-party tools for specialized needs. (50 reviews) - Users find that **document management is Clio Manage's weakest element** , affecting workflow and efficiency in their practice. (46 reviews) - Users often face **billing issues** with Clio Manage, struggling with customer support and unresolved payment concerns. (35 reviews) - Users find the **lack of customization** in Clio Manage limits its effectiveness for diverse legal organizations beyond law firms. (34 reviews) - Users express frustration with **integration issues** , wishing for a more seamless connection between Clio Manage and Clio Grow. (30 reviews) - Limited Customization (26 reviews) - Expensive (25 reviews) - Learning Curve (25 reviews) - Poor Reporting (24 reviews) ## Clio Manage Reviews ### 1. Clio Manage: User-Friendly and Easy to Learn **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2026 **What do you like best about Clio Manage?** Clio Manage is very user friendly. I was very worried about being a new user and learning all of the tricks, but it was a fast learning process. **What do you dislike about Clio Manage?** The reporting features could be more user friendly. Trust account reporting specifically. Please try to make trust account reports based on responsible attorney and not all the attorneys in one report. It is very hard to distribute that way. **What problems is Clio Manage solving and how is that benefiting you?** There are currently no problems that I am experiencing. ### 2. Clio Manage Makes Billing and Time Tracking Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Sara P. | Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** Clio Manage makes billing clients and tracking time so easy and user friendly. **What do you dislike about Clio Manage?** Integration with other common law products could be more accessible **What problems is Clio Manage solving and how is that benefiting you?** Clio manage organizes all case related information in a breeze, and makes billing clients so fast every month. ### 3. Easy to Use, All-in-One Practice Management with Powerful Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2026 **What do you like best about Clio Manage?** Easy to use and note-taking date tracking is very useful. Clio manage has everything you need; client doc sharing, signature requests, invoice sharing, calendar tracking. **What do you dislike about Clio Manage?** I wish that the app was easier to use and understand. **What problems is Clio Manage solving and how is that benefiting you?** They solve that all event and deadlines are calendared and reminders are set to avoid missing deadlines. ### 4. Intuitive, Streamlined Billing—Clio Snippets Are a Game Changer **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** Clio Manage feels intuitive and streamlined, which makes it easy for me to handle billing efficiently and without extra hassle. Clio Snippets are a real game changer for my workflow. Customer support is great, and the program was very easy to impliement into my daily practice. **What do you dislike about Clio Manage?** Its integration with Microsoft Office and Google Drive can be problematic at times, and it doesn’t always work as smoothly as I’d expect. **What problems is Clio Manage solving and how is that benefiting you?** Effective and efficient billing, along with solid overall tracking for billable work. ### 5. User-Friendly, Great Pricing, and Smooth OneDrive Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Whitney M. | Litigation Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Clio Manage?** Easy to navigate, user friendly, great pricing, support, integrates with onedrive, on top of AI, performs great and never lags **What do you dislike about Clio Manage?** not many downsides besides to the platform for my firm **What problems is Clio Manage solving and how is that benefiting you?** billing, time management ### 6. Effortless Time Management with Minor Integration Flaws **Rating:** 4.0/5.0 stars **Reviewed by:** Dylan P. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Clio Manage?** I like that Clio Manage is easy to use. It's easy to enter time entries and find clients. The initial setup was easy too. **What do you dislike about Clio Manage?** I don't like that Clio Manage and Google Calendar integration goes both ways. It would be nice to just be able to add the Clio calendar to the Google one but not vice versa. **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage for time tracking and managing time entries. It's easy to enter time entries and find clients. ### 7. Easy, Professional Billing **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2026 **What do you like best about Clio Manage?** I like that Clio has easy bill creation, and integrates with other law office software. The bills also look very clean and professional without extra effort from me. **What do you dislike about Clio Manage?** It can be more difficult to navigate than I'd prefer, and the space to add time definitely needs to be more user friendly. **What problems is Clio Manage solving and how is that benefiting you?** ease of case tracking - I love that I can pull up all of my active cases with a few clicks. ### 8. Easy to use and user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Shaina D. | Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** September 12, 2023 **What do you like best about Clio Manage?** It's super easy to navigate through and the chat feature for help is super great! **What do you dislike about Clio Manage?** I don't like that you can't edit trust requests. **What problems is Clio Manage solving and how is that benefiting you?** Clio is making our billing process smooth and easy to deal with. ### 9. Clio Makes Requesting Reviews Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Samantha M. | Paralegal/Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about Clio Manage?** what I like the most about Clio is the easy ability to use it **What do you dislike about Clio Manage?** I wish we could add more than one platform to request reviews from **What problems is Clio Manage solving and how is that benefiting you?** managing payments and organization ### 10. Extremely User-Friendly and Works Seamlessly with Our Accounting Services **Rating:** 5.0/5.0 stars **Reviewed by:** Dana Q. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2026 **What do you like best about Clio Manage?** Extremely user friendly, compatible with accounting services that the firm uses **What do you dislike about Clio Manage?** Report functions are not always easy to use to categorize what I am needing **What problems is Clio Manage solving and how is that benefiting you?** The performance of Clio has greatly improved in the accounting area ### 11. The best CRM on the market **Rating:** 5.0/5.0 stars **Reviewed by:** Charles R. | Arbitrator, Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2022 **What do you like best about Clio Manage?** The all in one capabilities are endless. **What do you dislike about Clio Manage?** there's not much i don't like! I really enjoy using this product. **Recommendations to others considering Clio Manage:** great and easy to use! Best product out there! **What problems is Clio Manage solving and how is that benefiting you?** invoicing and billing made easy. ### 12. Streamlined Workflow with Clio Manage, Integrations Needed **Rating:** 4.0/5.0 stars **Reviewed by:** mona f. | Property Manager/Consultant , Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2026 **What do you like best about Clio Manage?** I like that Clio Manage makes documents and case access readily available, and it helps me worry less about deadlines. It streamlines workflow efficiently. **What do you dislike about Clio Manage?** I think integrating a bit more AI as part of the plan would be helpful, and I would like more app integrations. **What problems is Clio Manage solving and how is that benefiting you?** I find Clio Manage streamlines workflow and makes documents and case access readily available, reducing worries about deadlines. ### 13. We love Clio **Rating:** 5.0/5.0 stars **Reviewed by:** Shauna H. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2025 **What do you like best about Clio Manage?** Task features and easy platform to use, easy integration, fast customer service **What do you dislike about Clio Manage?** charging for additional apps or platforms for Clio to be utilized fully when some things should just be included **What problems is Clio Manage solving and how is that benefiting you?** keeping our staff organized and unified ### 14. A great organizational tool **Rating:** 5.0/5.0 stars **Reviewed by:** Gabriela S. | Client Intake & Accounts Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** January 13, 2026 **What do you like best about Clio Manage?** It has almost everything in one place. Automatic payments, calendar, customer communications, electronic signatures, and it integrates many features that would require using several different programs. **What do you dislike about Clio Manage?** The fact that it doesn't have a way to remind you of certain things. It has tasks and a calendar, but it doesn't have a notification that specifically alerts you when something needs to be done. **What problems is Clio Manage solving and how is that benefiting you?** Organize customer information, payments, and the signing of important documents during intake process. ### 15. User-Friendly and Highly Organized Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Sharyl A. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2026 **What do you like best about Clio Manage?** I love how organized Clio Manage is, and it really stands out for being very user-friendly. I also appreciate the task and client communications features, especially the straight to file communication. The initial setup was very easy for me. **What do you dislike about Clio Manage?** Linking emails to the matters can be formatted better. The EML. file looks bad in the file. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage helps me keep my calendar in order, manage daily tasks, and maintain straight-to-file client communication. ### 16. A Legal Firm Essential: Easy to Implement, Boosts Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Amanvir G. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** I like how easy it is to use Clio Manage. The time tracking tool makes my work more efficient, quick, and more accurate when making bills to clients, and they get a complete breakdown. The initial setup was super easy and quick. **What do you dislike about Clio Manage?** Nothing. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage handles billing, accounting, conflict checks, and document management all in one. It makes my work more efficient and accurate, especially with billing, providing a complete breakdown for clients. ### 17. Client Database and Documents, Perfectly Organized **Rating:** 4.0/5.0 stars **Reviewed by:** Hilsia A. | Immigration Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about Clio Manage?** My client database and documents are now all organized. **What do you dislike about Clio Manage?** Payments and billing, more training one on one **What problems is Clio Manage solving and how is that benefiting you?** Keeping clients organized, uploading documents, billing essentials ### 18. Seamless Case Management Made Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Amanda . | Attorney and Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** It is a seamless case management system. **What do you dislike about Clio Manage?** There's nothing I dislike about this product. **What problems is Clio Manage solving and how is that benefiting you?** Keeping track of stages of matters, being able to see a quick snapshot of each matter, and keeping track of tasks. ### 19. Effortless Legal Practice Management **Rating:** 5.0/5.0 stars **Reviewed by:** Desislava Y. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** I like that Clio Manage saves me a lot of time. The easy and fast billing is something I really appreciate. Everything works well, and the initial setup was very easy. **What do you dislike about Clio Manage?** There is nothing to dislike **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage to organize my practice. It helps with organizing files, folders, billing, and calendar scheduling. I like that it saves me a lot of time, and the billing is easy and fast. ### 20. Great Managing Tool and Messaging, but Glitchy at Times **Rating:** 3.5/5.0 stars **Reviewed by:** Samantha G. | Receptionist, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** It is a great managing tool and I love the messaging client option. **What do you dislike about Clio Manage?** Clio will be glitchy often and maintenance effects usage. **What problems is Clio Manage solving and how is that benefiting you?** It is helpful for managing and messaging with clients. ### 21. Comprehensive Legal Management with Stellar Cloud Accessibility **Rating:** 4.5/5.0 stars **Reviewed by:** Josue C. **Reviewed Date:** October 17, 2025 **What do you like best about Clio Manage?** {"I love the cloud storage capability of Clio Manage, allowing me to store everything in the cloud and access it anywhere, which supports a digital and paperless operation for my law firm.","I appreciate the integrated communication features, which enable seamless interaction with clients and efficiently store all communications in one centralized hub.","The customer service provided by Clio Manage is amazing, helping resolve issues and questions promptly.","I value the regular updates that Clio Manage provides without requiring additional payments, continuously improving the platform without extra cost or effort from my side.","The ease of setup is noteworthy, as it is very easy to get started with Clio Manage, though it involves some upfront data entry to fully leverage its features."} **What do you dislike about Clio Manage?** I find it challenging that setting up Clio Manage requires a substantial amount of preliminary data entry work. While the initial setup isn’t difficult, taking full advantage of the software's capabilities demands significant time and effort to input necessary information and configure settings properly. Additionally, I would appreciate more customization options within the platform. It would be beneficial if I could tailor the software to fit my exact needs and preferences, rather than adhering strictly to the existing configurations. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage solves document creation, storage, client communication, file transfers, and trial preparation, making my practice cloud-accessible and paperless. It provides a central hub for communication and file management, reducing the risk of leaving important files behind. ### 22. Comprehensive, User-Friendly, and Inexpensive Legal Management Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Maureen B. **Reviewed Date:** October 17, 2025 **What do you like best about Clio Manage?** I appreciate Clio Manage for its comprehensive functionality, which consolidates various aspects of practice management into one package, making it convenient and efficient. The intuitive interface made it the easiest choice for our team to adapt to. Clio Manage keeps our contacts up to date, organizes our documents, and efficiently handles billing and emails. The billing system is particularly remarkable; using Clio payments results in less bookkeeping and allows us to get paid quickly through text and email billing. Additionally, the integration with ScanSnap and Microsoft Outlook enhances our workflow seamlessly. Clio Manage makes it easy to access every part of a client's journey, which is a critical advantage for our estate planning firm. The ability to track the progress of matters and ensure accountability through assignments is a major benefit. I also find Clio Manage to be a cost-effective solution that maintains visibility across all users. Moreover, there's strong support; during initial setup, a dedicated resource assisted us through the challenging process of importing billing and accounting data, which was invaluable. **What do you dislike about Clio Manage?** I wish the accounting add-on worked better for our reporting needs. I find Clio Manage reports not very helpful as they need to be manipulated extensively. **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage to keep contacts, organize documents, and streamline billing seamlessly in one package, enhancing client matter visibility and accountability. ### 23. Highly Effective for Invoicing and Time Management **Rating:** 5.0/5.0 stars **Reviewed by:** Britt C. **Reviewed Date:** October 17, 2025 **What do you like best about Clio Manage?** I find Clio Manage incredibly valuable for our operations. It's significantly beneficial in helping with invoicing and keeping track of time management for fees and expenses. The reporting functionalities are robust and assist greatly in tracking and analysis. Additionally, it simplifies the process of managing timesheets, which is a huge help for paying our attorneys accurately. I particularly appreciate the ease of looking at outstanding accounts receivable (ARs) and using the calendar, which aids in daily planning and enhances my workflow efficiency. The capability to bill clients directly through the platform is another aspect I find extremely useful. Moreover, the integration with QuickBooks, CleoPro, and Stripe streamlines our financial processes and adds immense value to our operations. The recent addition of the Manage AI component and Clio work further strengthens the software, making it a tool I'd choose again and recommend highly, rating it a 10 out of 10. **What do you dislike about Clio Manage?** I wish Clio Manage would automatically integrate with Clio Grow without requiring manual conversion each time. **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage for invoicing, time management, reporting, and managing timesheets, which streamline operations and ensure timely payments. ### 24. Absolutely Loving It—No Complaints Yet **Rating:** 5.0/5.0 stars **Reviewed by:** Shammie A. | IT manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2025 **What do you like best about Clio Manage?** As an administrator working with Clio Manage, I have found it to be a robust and intuitive platform that significantly streamlines our firm’s daily operations. The administrative controls are thorough, making it straightforward to assign user roles and permissions, which helps ensure that sensitive information remains protected and is only accessible to the appropriate team members. The reporting tools offer valuable insights, enabling us to track productivity and make well-informed decisions. I particularly value the strong security measures, such as two-factor authentication, which provide reassurance about the safety of our data. Additionally, the integration with accounting and document management systems has saved us considerable time and minimized manual tasks. Of course, as with any software, there is always room for improvement. Overall, I would recommend Clio Manage to law firms seeking a scalable, secure, and comprehensive practice management solution. **What do you dislike about Clio Manage?** At times, the platform can be somewhat slow during peak periods, and I have noticed that customer support response times are inconsistent. Nevertheless, Clio Manage remains a strong and reliable solution that has greatly improved the way we run our practice. **What problems is Clio Manage solving and how is that benefiting you?** I primarily use this software for billing, as well as for tracking and recording time for my attorneys. ### 25. Intuitive Billing and CRM, Elevates Productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Molly S. **Reviewed Date:** October 17, 2025 **What do you like best about Clio Manage?** {"I love Clio Manage's billing functionality, which turns our productivity into profitability. Since starting as a solo attorney to now having 11 attorneys, it has been my favorite feature.","I enjoy how Clio Pay allows clients to easily receive their bills via email and text, and helps us get paid faster.","I appreciate that Clio Manage has always been intuitive to use, right from when I started in 2013.","I find the continuous rollout of new initiatives like Clio Pay and Clio accounting, along with powerful AI-generated integrations, valuable as they make Clio a one-stop solution for law firm management and profitability.","I find the clear billing and Clio Pay features most useful.","I love the way Clio integrates with QuickBooks, TrustBooks, and Ajax AI timekeeping software.","I adore the client relationship management aspect of Clio Grow."} **What do you dislike about Clio Manage?** Nothing at all! **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage to streamline billing, turning productivity into profitability. It integrates well with other tools and supports law firm management needs, enabling faster client payments via ClioPay. ### 26. Clio Manage: The Case Management Champion **Rating:** 5.0/5.0 stars **Reviewed by:** Patricio S. **Reviewed Date:** October 17, 2025 **What do you like best about Clio Manage?** I appreciate Clio Manage’s efficiency in managing cases, making it one of the best tools in the market. I have been using it for eleven years, and its ability to understand and listen to consumer needs stands out. The setup was straightforward when I joined a new law firm, and I utilize Clio Manage to its full potential every day, specifically for marketing aspects and lead management. The software's capability to fix reporting issues, especially concerning referrals, has been beneficial. I find the tags feature particularly useful for setting up tiers, which aids in organizing certain sources. Clio Manage’s simplicity and appealing design continue to attract me, and educational events like ClioCon provide valuable learning opportunities for discovering new features. Overall, the product satisfies my needs, and I am highly likely to recommend it to others. **What do you dislike about Clio Manage?** Nothing at all **What problems is Clio Manage solving and how is that benefiting you?** I find Clio Manage highly efficient for case management, improving reporting on referrals and aiding marketing lead management with effective tagging. ### 27. Essential Tool for Streamlining Legal Practice **Rating:** 5.0/5.0 stars **Reviewed by:** Kat A. **Reviewed Date:** October 17, 2025 **What do you like best about Clio Manage?** {"I find Clio Manage incredibly easy to set up, which was a relief as the Clio team helped us get all information fields established seamlessly.","I appreciate how Clio Manage helps us keep track of cases and store all case-related information in one place, streamlining our workflow considerably.","I value the task list feature that organizes tasks assigned to me on a dashboard, which aids in planning my day efficiently.","I love the integration capability of Clio Manage with NetDocuments and QuickBooks, which simplifies document management and billing processes.","I would purchase Clio Manage again for its ease of use and detailed customizable fields, which enhance our ability to manage contacts and matters efficiently.","I am highly likely to recommend Clio Manage to others, rating it a 'Ten' for its overall effectiveness in our firm."} **What do you dislike about Clio Manage?** I wish there was an option to print invoices directly from Clio instead of having to download them first before printing. This would save me a considerable amount of time. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage simplifies case management, consolidating all information in one place. It aids in tracking client engagement, planning tasks, linking calendars, and billing. Integration with NetDocuments and QuickBooks streamlines document storage and invoicing, enhancing overall efficiency. ### 28. Seamless Workflows and Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica B. | Legal Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2023 **What do you like best about Clio Manage?** I really appreciate Clio Manage's ability to improve our workflows, client lists, and communications. The email templates and communications tab have been pivotal in capturing recent communications and client expectations. I also value the automated workflows that keep us engaged with clients and ensure deadlines are met. Their support team is outstanding, providing a level of culture and helpfulness that I haven't found in other software. They even implemented AI for standard questions, and I have a dedicated CLEO support staff available for more in-depth help. **What do you dislike about Clio Manage?** I find it limiting that Clio Manage is only set up for one location, which poses a challenge for my firm that operates across multiple offices. Specifically, for billing purposes, I would prefer the capability to input firm information based on the specific location a client visited, rather than being restricted to a single central office configuration. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage optimizes our workflows, client lists, and communications. Its email templates and communication tab are pivotal for tracking recent interactions and expectations. Automated workflows enhance client engagement and deadline management. Integrating with Decision Vault reduces client intake time. ### 29. Highly Efficient and Streamlined for Legal Firms **Rating:** 5.0/5.0 stars **Reviewed by:** chubbie_pandaa . **Reviewed Date:** October 16, 2025 **What do you like best about Clio Manage?** I find the setup of Clio Manage incredibly straightforward, as all matters and contexts are consolidated in one place. This convenience ensures that whenever a call comes in, we immediately know all necessary details about a client's case without hassle. The platform also significantly benefits firm-wide operations because it keeps everyone informed and on the same page without needing to relay prior conversations. I'm particularly excited about the document automation feature, which promises to streamline the processing of 30 to 40 documents, making our workflow more efficient. **What do you dislike about Clio Manage?** I would say if I had to change one thing about Clio Manage, it would probably be the readability. Sometimes when we have been talking with somebody for years, things can get lost. If I could have a snapshot of what's going on in somebody's case, it would be beneficial. **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage to streamline intake and communication, ensuring our team is aligned and can quickly respond to client situations, like finding witnesses. Document automation also saves time on repetitive tasks. ### 30. Efficient Case Management, Highly Recommend **Rating:** 5.0/5.0 stars **Reviewed by:** Yvonne L. **Reviewed Date:** October 16, 2025 **What do you like best about Clio Manage?** I appreciate Clio Manage's user-friendly setup, making it easy to manage cases and client communications. The ability to import emails directly to client matters is a feature I find very efficient. I also like the template documents feature that automates document generation and customization. The software significantly improves our time management and efficiency, especially in document handling and client interaction. **What do you dislike about Clio Manage?** I find it limiting that Clio Manage primarily caters to law firms. While it is a powerful tool, as someone working in a nonprofit, it would be beneficial if Clio Manage could tailor some features to suit other legal organizations that are not law firms. Nonprofits often have different needs compared to for-profit law firms, so having more customizable options would enhance its utility significantly. **What problems is Clio Manage solving and how is that benefiting you?** I find Clio Manage solves time management and efficiency issues, streamlining document management and client communication. It efficiently links emails to client matters and generates tailored documents, enhancing organizational productivity. ### 31. Exceptional Tool for Legal Workflow Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Suzanne G. **Reviewed Date:** October 15, 2025 **What do you like best about Clio Manage?** I appreciate Clio Manage's task setting features, which enhance our workflow by allowing tasks to be set for others, ensuring I am not the sole overseer. The drafting mechanism is excellent for managing tasks and monitoring case progress, especially with statutory limitations in mind. Additionally, the platform enhances efficiency by managing client interactions and logging conversations, assisting in providing context and continuity in communications. **What do you dislike about Clio Manage?** I find the lack of capability to send and receive text messages through the client portal limiting. Many clients either do not have email capabilities or prefer communication via text. The absence of a text system in Clio Manage means I struggle to connect effectively with clients who cannot or prefer not to use email. This feature would significantly enhance my ability to communicate and share documentation seamlessly with clients. **What problems is Clio Manage solving and how is that benefiting you?** I find Clio Manage solves communication challenges and manages task allocations, ensuring everyone knows the last client conversation and allowing delegation of tasks. ### 32. Vital for Law Firms but Needs Better Flat-Fee Reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Megan D. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2025 **What do you like best about Clio Manage?** I love how Clio Manage serves as a central hub where all team members can access the same information in real time. The efficient handling of calendaring and task management, especially as it integrates with other platforms like Legal Boards, is a strong benefit. Clio payments make collecting payments, such as annual recurring billing, easy and have significantly accelerated our billing processes. Their forward-thinking approach, especially with the advance of AI, excites me for future developments. **What do you dislike about Clio Manage?** I found the initial data migration from Time Matters to Clio Manage challenging. We had decades of data that needed to be imported, and it did not go as smoothly as anticipated. Clio Manage is primarily oriented towards hourly billing, which doesn't align with our flat fee structure. The reporting capabilities are not tailored to meet our needs, as they focus more on hourly billing. The current payment scheduling options in Clio Manage are limited. I would prefer having the option for annual recurring payments to better support our client annual care program, but it seems only weekly or monthly options are available. **What problems is Clio Manage solving and how is that benefiting you?** I find Clio Manage centralizes our firm's information, streamlining team coordination and client communication. It eases calendaring and task management, facilitates payments, and makes sure everyone is aligned, significantly boosting our operational efficiency. ### 33. Good, but room for improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Ellen W. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Clio Manage?** It has a lot of features--the matter stages and task lists are good. It integrates with a lot of other programs. Pretty easy to get new users up and running on. **What do you dislike about Clio Manage?** I liked it a lot when I was a newer user, but as I've added staff and gone to flat fee billing I feel like I'm coming up against the limits of the software. The portal is a good feature in theory, but in practice, it has room for improvement. And while this review is of Manage specifically, it feels like those of us who have had Grow from day one have been waiting a long time for them to truly integrate that better. They're always making improvements, so I hope to see some changes that make it better. **What problems is Clio Manage solving and how is that benefiting you?** Tracking time, task lists, case status. The ability to save emails to the communications log via the Outlook add-in is very helpful. ### 34. Intuitive and Evolving: CLIO Manage Makes Case Management Easy, but Updates Can Be Challenging **Rating:** 5.0/5.0 stars **Reviewed by:** Michael L. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2025 **What do you like best about Clio Manage?** CLIO Manage is an excellent case management program and truly a one-stop shop for law firms and similar businesses. It has everything you need to manage your practice efficiently, and best of all, it's incredibly intuitive and easy to use. **What do you dislike about Clio Manage?** What I both appreciate and find challenging about CLIO Manage is its ongoing evolution to address client needs. While this constant development can be beneficial, not every update is ideal for every user. It would be helpful if there were options to choose whether or not to adopt certain changes or improvements. **What problems is Clio Manage solving and how is that benefiting you?** CLIO Manage addresses a persistent challenge faced by law firms and similar organizations: managing operations efficiently without relying on a multitude of separate apps, programs, or service providers. For me, its greatest advantage is that it brings all the necessary tools together in a single platform, making it much easier to handle everything in one place. ### 35. My Experience with Clio: Pros, Cons, and Key Takeaways **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer L. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2025 **What do you like best about Clio Manage?** I like Clio Manage because it serves as a central hub for all the most important information about a case. From contact details and documents to deadlines, notes, billing, and communications, everything is organized and easily accessible in one place. This not only saves time but also ensures nothing falls through the cracks. Having all case-related data consolidated in Clio gives me the clarity and confidence I need to manage my job efficiently **What do you dislike about Clio Manage?** One limitation of Clio Manage is that it doesn't offer clients a direct way to view the stage or progress of their case. While the client portal is useful for sharing documents and messages, there’s no built-in feature that gives clients a visual timeline or status updates on where their case stands. This means we still need to manually communicate progress, which can add extra steps and time. A simple case tracking feature for clients would make the experience more transparent and reduce the need for frequent check-ins. the billing system can be a bit confusing at times—especially when managing multiple matters, applying trust payments or checking on a monthly subscription plan. Some functions aren’t as intuitive as they could be, and it may take some trial and error to fully understand the workflow. With clearer navigation or more guided steps, billing could be much more user-friendly. **What problems is Clio Manage solving and how is that benefiting you?** N/A ### 36. Managing Law with Clio: A Powerful Tool That’s Still Growing **Rating:** 5.0/5.0 stars **Reviewed by:** Shafaq S. | Freelance, Mid-Market (51-1000 emp.) **Reviewed Date:** July 24, 2025 **What do you like best about Clio Manage?** Access your practice from anywhere, anytime—great for remote or hybrid teams. Easily track matters, deadlines, tasks, communications, and notes all in one place. 24/5 support, a knowledge base, webinars, and onboarding assistance are all excellent. Integrates well with tools like Outlook, Gmail, QuickBooks, Dropbox, Zoom, and others. Secure messaging, client portal, and document sharing keep client communication centralized and professional. **What do you dislike about Clio Manage?** Basic tools are available, but advanced document automation features are lacking compared to some competitors. The mobile app is helpful, but not as full-featured or intuitive as the web version. Pricing can be steep, especially for solo practitioners or small law offices. The interface is feature-rich, but it may feel overwhelming at first, especially for non-tech-savvy users. **What problems is Clio Manage solving and how is that benefiting you?** Lawyers often forget to log hours or bill accurately. Benefit: Built-in timers and time-entry tools help ensure all work is tracked and billed correctly. Managing emails, calls, and document sharing across different platforms is inefficient. Benefit: Clio offers a secure client portal for centralized messaging, file sharing, and updates. Many legal practices struggle with remote access to files and systems. Benefit: As a cloud-based tool, Clio allows teams to work from anywhere with secure access. **Official Response from Catalina Merchan:** > Hi Shafaq, Thank you so much for your detailed and thoughtful review of Clio Manage! We're thrilled to hear that Clio is helping you and your team stay organized, improve billing accuracy, and work securely from anywhere. It's great to know the client portal, integrations, and support resources are making a difference in your day-to-day work. We also appreciate your honest feedback on areas where we can improve, particularly around advanced document automation, mobile functionality, and the onboarding experience for newer users. Your insights help guide our ongoing development, and I'll be sure to share your comments with our product team. If you'd ever like to discuss your feedback further or learn more about features in development, we'd love to connect. Thanks again for being part of Clio! — Catalina from Team Clio ### 37. Game changing law practice management software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2025 **What do you like best about Clio Manage?** As the owner of a small family law firm in Georgia that focuses on divorce and custody cases, we've relied on Clio Manage for nearly a decade, and it has truly transformed the way we operate. Choosing this cloud-based legal practice management software was one of the smartest moves we've made, especially in a field like family law where emotions often run high, deadlines are tight, and clear client communication is crucial. What stands out most for us is the centralized matter management system. In divorce cases, we constantly juggle client information, court dates, financial disclosures, child custody arrangements, and a mountain of documents—all while making sure nothing slips through the cracks. Clio Manage allows us to keep everything organized in one place, using customizable matter templates and stages. I can tailor workflows to fit Georgia family law procedures, such as preparing for mediation or hearings in superior court. This has significantly reduced the chaos of scattered emails and paper files, saving us hours each week that we can now devote to advising clients rather than catching up on administrative tasks. Another major benefit is the client communication tools, including the secure client portal and the Clio for Clients mobile app. Family law clients often need quick updates on sensitive matters, like settlement offers or parenting plans, and they appreciate being able to log in at any time to check their case status, upload documents, or send us secure messages. This not only cuts down on phone tag but also helps build trust with our clients. Divorce cases can involve hourly billing, flat fees, or payment plans, and Clio Manage handles all of these seamlessly with automated time tracking, invoicing, and online payments through Clio Payments or integrations like LawPay. I especially appreciate how it tracks billable hours from anywhere and generates professional invoices in just a few clicks. For Georgia firms, the trust accounting features are invaluable, with tools like Evergreen Management that automate low-balance notifications and help ensure IOLTA compliance without the usual hassle. This has greatly improved our cash flow, as clients can pay by credit card, debit, or eCheck directly from their invoice. Operating a practice in Georgia also means being mobile. Clio’s cloud-based platform, with its bank-level encryption, gives me confidence that we’re handling sensitive family data in a HIPAA-compliant way. The mobile app lets me access everything on the go, and features like legal AI (Clio Duo) assist with quick document summaries or automated responses, increasing our productivity without needing to hire more staff. The detailed financial and performance reports are also a huge asset, helping us monitor firm health by tracking metrics like billable hours per case or client retention rates. In family law, where cases can be lengthy, this data helps us identify inefficiencies and make better decisions, such as adjusting fees for contested divorces. All in all, Clio Manage has made our firm more organized, profitable, and client-centered—qualities that are essential in the emotionally charged world of divorce law. While it’s not without its flaws (the initial learning curve was steep), the benefits far outweigh any minor issues, especially with strong customer support and regular updates. If you’re a Georgia family law attorney frustrated with outdated systems, I highly recommend giving it a try—it truly feels like adding an extra team member without the added payroll. **What do you dislike about Clio Manage?** Customer support is a significant weakness—responses to problems such as sync errors or app crashes can take several days when submitted through tickets, and phone assistance is often not very helpful. For my small team, which lacks dedicated IT support, this creates frustrating delays. High Cost and Add-Ons: The subscription starts at around $49 per user each month, but the price quickly rises if you need essential features like payment processing or integrations. These add-ons feel more like extra charges, and frequent price increases put additional pressure on already tight budgets in Georgia's market. Steep Learning Curve and Limited Customization: The interface is not intuitive and can take weeks to master. The provided templates do not fit the specific needs of family law, such as handling multi-party custody or assembling Georgia-specific forms, which leads to mistakes, especially among staff who are less comfortable with technology. Integration and Functionality Gaps: Connections with Outlook or OneDrive are unreliable and often fail, while the mobile app tends to crash when handling larger workloads. This is particularly problematic for court work in Atlanta, where mobility is essential. Reporting Limitations: The analytics tools are basic and do not provide the depth needed to analyze profitability or client retention, which is a drawback for managing the complexities of divorce cases. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage addresses the common challenges faced by solo and small law practices like mine, such as disorganized case management, inefficient billing and time tracking, poor client communication, and fragmented document handling. By bringing everything together on a cloud-based platform, it streamlines workflows for managing court deadlines, financial disclosures, and parenting plans tailored to Georgia's superior courts. This centralization helps reduce human errors that could result in malpractice claims and saves me hours each week on administrative work. The built-in client portal and secure messaging features give clients the ability to access updates and upload sensitive documents at any time, which cuts down on phone calls and fosters trust during emotionally difficult divorce cases. Additionally, tools like automated invoicing and online payments through Clio Payments help maintain IOLTA compliance and make cash flow management much smoother, transforming what used to be monthly hassles into efficient routines. Altogether, these features have increased my firm's productivity, allowing me to take on more cases without needing additional staff, respond to clients more quickly, and dedicate more time to strategic legal work instead of paperwork. This has made my practice both more profitable and less stressful in a highly competitive environment. ### 38. Easy Payments with Solid Data Management and Organization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2026 **What do you like best about Clio Manage?** Easy payments, along with solid data management and organization. **What do you dislike about Clio Manage?** Billing could be made easier, as it currently seems a little difficult to use. **What problems is Clio Manage solving and how is that benefiting you?** Data Management ### 39. Game changer **Rating:** 5.0/5.0 stars **Reviewed by:** Amy S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Clio Manage?** I really appreciate how easy it is to use. Having all my data stored in one accessible location makes working from home so much more convenient. The tasks reminders are extremely helpful for staying on track. I appreciate that all information is available for the entire firm to utilize. Our firm covers several areas of law and when mutual clients have multiple matters, it makes it simple to share information. It keeps me accountable with the tasks and with all notes and documents, it ensures that even if I'm not at the office, everyone can check a matter to see exactly where it stands. I love the client portal and that all documents, emails, etc are readily accessible for the client. I am hoping more clients utilize this option. **What do you dislike about Clio Manage?** I wish I could change the phone number for the text option to show that the text comes from our office phone number and not a shared firm number. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage helps me stay on track with my filing deadlines. I have found that communications with my clients are streamlined, whether text messages, outlook add-in that merges all emails, or client portal. ### 40. Great Stopwatch Feature, but Occasional Lag When Populating Matters **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2026 **What do you like best about Clio Manage?** I like the stop watch feature, as it enables one to truly capture time. **What do you dislike about Clio Manage?** Occasionally, there’s a lag between when I enter the matter and when Clio finds it and populates the matter field. **What problems is Clio Manage solving and how is that benefiting you?** It enables all users to capture time efficiently, so our clients are properly served and the firm can generate revenue. ### 41. Clio makes Law Easier! **Rating:** 5.0/5.0 stars **Reviewed by:** Linda P. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Clio Manage?** What I find most helpful about Clio Manage is having everything centralized in one place. When I sit down at my desk, I can simply open Clio and access everything I need through a single, convenient application—it truly saves both time and effort. As an estate planning paralegal, I appreciate being able to work on a matter and instantly access all of a client's information, documents, communications, and billing details with just a click. Throughout the entire process of working with a client, my firm relies on Clio at every stage of estate planning. We use it daily, and its organized layout makes it extremely user-friendly. I also appreciate that the software is regularly updated, and the support team consistently keeps us informed about new features. They are always helpful in guiding us through the implementation of any updates. **What do you dislike about Clio Manage?** One drawback I’ve noticed with Clio Manage is that I have occasionally experienced unexpected data loss when certain documents failed to save back into the program via the Clio Launcher. This is an issue that could certainly be addressed. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage addresses the challenge of handling our large caseload by centralizing all the necessary information in one place. This has helped me maintain my productivity, as I can work efficiently within a single, organized platform rather than juggling multiple windows and searching for various documents. ### 42. Makes My Practice Simpler and More Streamlined **Rating:** 5.0/5.0 stars **Reviewed by:** Samuel T. | Owner/Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** It makes my practice so much simpler and more streamlined! **What do you dislike about Clio Manage?** I think Clio Grow and Manage should merge. **What problems is Clio Manage solving and how is that benefiting you?** Streamlines my bills and client communications ### 43. Simply the best practice management software in my 10+ years in law **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2025 **What do you like best about Clio Manage?** It has so many features to help you streamline your workflows. Some of them come with an upcharge, of course, but they're usually worth the investment. The developer team is relatively easy to reach, to make suggestions for features you want, and the support is excellent. I have used other practice management softwares to include LawLogix, Abacus products, INSZoom, and have also tried managing deadlines in tables and spreadsheets. Clio blows all those options out of the water--the challenge is, of course, how to deploy the tool to fit your needs. The support team is easy to contact to help you figure that stuff out, but part of it depends on your own willingness to tackle the learning curve and think critically about your practice's growth edges. It also integrates well with most softwares you might use, like the Microsoft suite, which I appreciate. **What do you dislike about Clio Manage?** It's expensive (but not the most expensive product on the market). Some of its features aren't perfect (but who is?), like the Clio Desktop App which often crashes or fails. But the downsides are far outweighed by the positives in my opinion. **What problems is Clio Manage solving and how is that benefiting you?** Document consolidation: all our client files are in Clio. This helps keep everything affiliated directly with the matter, and reduces the complexity of file storage management. CRM: Clio Manage (and its counterpart Clio Grow) is an essential tool in managing our client relationships--it helps us track who called and when, get them on attorney schedules, determine what their last action was, and what's upcoming. It integrates fairly seamlessly with common calendar tools so you can also manage your deadlines and tasks easily with a team. Billing: all our billing runs through Clio. Legal billing is complicated with trust fund management but Clio has thought it through well. Most of its billing features are excellent, with the exception of cases with unusual circumstances (like when we represent the State, not an individual--how do we get bills to folks and account for trust funds? Clio hasn't offered a great solution for this yet). Clio's integration with QuickBooks is not ideal and doesn't work for our practice, but that's not a dealbreaker for us. Payments: we use Clio Payments, an add-on feature, and it's easy to collect payments from clients and distinguish whether they go into operating or trust. Drafting: we are still working on setting up Clio Draft, which is also a cool tool; once it's configured, we expect it will reduce the administrative demand of drafting routine documents, and possibly save our firm money on support staff salaries in the longer term. ### 44. All the tools needed for solo practice **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2025 **What do you like best about Clio Manage?** Having one place to manage calendars, deadlines, documents, contacts, and billing simplifies my life. My practice runs on this every day and when I'm on the go I can access from my phone, laptop or ipad from anywhere. The integration with things like google makes my ability to email clients from within the app and send bills directly from clio through my email is a huge bonus. Final thoughts- don't sleep on Cliocon. Over multiple years I have had in person consultations at the conference with employees who walk me through solutions to small problems and improvements that are readily available. I've been using Clio since 2013, originally at a firm with 20 employees and since 2017 in my solo practice. There have been a couple of times that I have added staff and reduced staff, and it was easy to add accounts and show employees how to use the software. **What do you dislike about Clio Manage?** If you asked me a couple of years ago, I would have an answer but my concerns have all be addressed with new innovations. The product gets better every year. The one thing I would change is to add a function in billing to have a better way to set up hybrid cases where there is a partial payment and contingency aspect to the litigation. **What problems is Clio Manage solving and how is that benefiting you?** It wraps every aspect of my practice into one app. It is the only software subscription I have for law practice other than a legal research program. All time keeping, billing, communications, document sharing etc. It is all done in CLIO. ### 45. I cannot imagine running my law firm without Clio **Rating:** 4.5/5.0 stars **Reviewed by:** Lance L. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2025 **What do you like best about Clio Manage?** Clio Manage is easy enough to implement and easy enough for us to use, even new employees with no experience using it. Also, for what we need it was easy enough to add various custom fields that are important to us both for "contacts" and for "cases." Also, their customer support is very good and available by both chat, phone and email. We use Clio every day in our office. It also integrates with many other software products. **What do you dislike about Clio Manage?** There are some things I would like to see improved. I would like to see the ability to have more than one responsible lawyer and one or more originating lawyers to a matter. Also, one feature I have asked for repeatedly is for the software to send notices every day a task remains past due. Although the software can send notices to alert you of upcoming due dates for a task there is no way that I know of for it to send notices when a task is past due. **What problems is Clio Manage solving and how is that benefiting you?** Clio allows for our contacts, which not only includes clients but also opposing counsel, referral sources, people related to clients such as children or spouses, all to be in one place along side our cases, calendar, billing, etc. It integrates with Office 365 (we use Microsoft products in our office) and integrates with other software easily as well. ### 46. Great UI and Thoughtful Layout **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Clio Manage?** Great user interface, very well thought out layout **What do you dislike about Clio Manage?** No Ontario-specific Reports (Form 9a), no inteegrated Accounting for operating account (Clio Accounting should come to Canada soon though, I hope), inability to auto-file emails and attachments to Clio, lack of AI/auto timekeeping **What problems is Clio Manage solving and how is that benefiting you?** Making client management as frictionless as possible. ### 47. Easy to Learn with Plenty of Customization Options **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2026 **What do you like best about Clio Manage?** Easy to learn how to use, lots of customization features **What do you dislike about Clio Manage?** There needs to be more colors for the calendar, most of the colors now are ugly. Would also be nice to have a tasks that you can assign that aren't specific to a matter **What problems is Clio Manage solving and how is that benefiting you?** Disorganized files are now more organized ### 48. Clio’s Clear Structure Makes It Easy to Use and Navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Mid-Market (51-1000 emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** The most helpful thing about Clio is its structure. It’s very easy to use, and just as easy to navigate. **What do you dislike about Clio Manage?** The downside with Clio is that no more than one user can use a single account. **What problems is Clio Manage solving and how is that benefiting you?** Staying organized with billing has been an issue for me, and Clio has helped me get it resolved. ### 49. Seamless Collaboration and Streamlined Workflow with Clio Manage **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2025 **What do you like best about Clio Manage?** I appreciate how the integration allows everyone in the company to view each other's work, while also providing dedicated areas for individual management. This setup makes it easy to track each client and case separately, yet still enables us to collaborate efficiently. The billing timer and invoicing features further streamline our workflow. **What do you dislike about Clio Manage?** Clio Manage becomes much more useful when paired with Clio Grow, especially for administrators or receptionists who need to track new clients in the pipeline. However, I think it would be more convenient if these two were combined into a single software. This would make it easier for others in the firm to view the work being done in Clio Grow, since currently, they can't see it until the information is moved into Clio Manage—unless they have direct access. **What problems is Clio Manage solving and how is that benefiting you?** Communication with clients is straightforward and transparent, especially regarding invoicing for time entries and sharing documents for signature. ### 50. Effortless client communication **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** Messaging clients through the client portals is easy. Saving documents into matter is easy. Very user friendly. **What do you dislike about Clio Manage?** I do not like that I can only send one document securely at a time. **What problems is Clio Manage solving and how is that benefiting you?** Finding important documents is now quick and easy. Getting contact information is fast. ## Clio Manage Discussions - [when will you have dark mode?!](https://www.g2.com/discussions/when-will-you-have-dark-mode) - 1 comment, 1 upvote - [What is the purpose of the Accounts tab in Clio Manage if it does not provide real time date on our bank account balances? What is the purpose? What am I missing with it?](https://www.g2.com/discussions/31163-what-is-the-purpose-of-the-accounts-tab-in-clio-manage-if-it-does-not-provide-real-time-date-on-our-bank-account-balances-what-is-the-purpose-what-am-i-missing-with-it) - 1 comment, 1 upvote - [What is Clio used for?](https://www.g2.com/discussions/clio-what-is-clio-used-for) - 2 comments - [How do you use a Clio?](https://www.g2.com/discussions/how-do-you-use-a-clio) - 2 comments - [Does Clio do accounting?](https://www.g2.com/discussions/does-clio-do-accounting) - 2 comments - [View Clio Manage pricing details and edition comparison](https://www.g2.com/products/clio-clio-manage/reviews?page=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-10+04%3A34%3A22+-0500&secure%5Bsession_id%5D=057a5327-d883-403d-b47e-9222124c7e2d&secure%5Btoken%5D=14c45eb47c8c200fa98583b71cee2744cba7a765ba35d363647eb97350a4700d&format=llm_user) ## Clio Manage Integrations - [8am DocketWise](https://www.g2.com/products/8am-docketwise/reviews) - [8am LawPay](https://www.g2.com/products/8am-lawpay/reviews) - 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[Smith.ai AI Receptionist](https://www.g2.com/products/smith-ai-ai-receptionist/reviews) - [Steno.ai](https://www.g2.com/products/stenoai-steno-ai/reviews) - [VXT](https://www.g2.com/products/vxt/reviews) - [WiseTime](https://www.g2.com/products/wisetime/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## Clio Manage Features **Platform Additional Functionality** - Payment - Portal **Platform Additional Functionality** - Dashboard - Cloud - Mobility **Platform Basics** - Reporting - Activity Dashboard - Cloud - Mobility - Historical Reporting **Platform Basics** - Reporting - Activity Dashboard - Cloud - Mobility - Contact Management - Forms Management - Records Management - Task Management - Conflict Management - Workflow Management - Compliance Management - Communication Management - Email Management - Contract/License Management - Billing Rate Management - Calendar Management - Legal Case Management **Generative AI** - AI Text Generation - AI Text Summarization **Storage and Collaboration - Legal Document Management** - Editing and Tracking - Centralised Database - Accessibility and Permission for Sharing - Document Storage - File Sharing - Expense Tracking - Activity Tracking - Secure Data Storage **Sales Force Automation - Legal CRM** - Task Management - Contract Management - Quote and Order Management **Agentic AI - Legal Billing** - Cross-system Integration - Decision Making - Third-Party Integrations **Additional Functionality** - Customizable Fields - Billing & Invoicing - Search/Filter - Accounting - Task Management - Reminders - Calendar Management - Invoice Processing - Activity Dashboard - Electronic Payments - Quotes/Estimates - Time Tracking - Case Management - API - Billable Items Tracking - Generative AI - Real-Time Data - Collaboration Tools - Automatic Backup - Reporting & Statistics - Bank Reconciliation - Activity Tracking - Contact Database - Client Management - Financial Management - Customizable Templates - Automatic Billing - General Ledger - AI Copilot - Workflow Management - Task Scheduling - Client Portal - Document Management - Billing Rate Management - Access Controls/Permissions - Credit Card Processing - Expense Tracking - SSL Security - Customizable Reports - For Legal Professionals **Platform Basics** - Interoperability - Document Storage - Document Research and Retrieval **Platform Content** - Automation - File Sharing - Content Library **Content Management** - Document Management - Calendar Integration - Workflow - Accounting Integration - Financial Management - Invoice Management - Portfolio Management - Contract/License Management - Patent/Trademark Management - Client Management - Case Management - Email Management - Workflow Management - Calendar Management - Task Management - Deadline Management - Docket Management - Compliance Management - Conflict Management - Communication Management - Docket Management **Content Management** - Document Management - Calendar Integration - Workflow - Deadline Management - Appointment Management **Document Management - Legal Document Management** - Search and Retreival - Synchronization of Data - Versioning - Full Text Search **Platform Additional Functionality - Legal CRM** - Automation - Messaging - Dashboard - Cloud **Agentic AI - Legal Document Drafting** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform Basics** - Interoperability - Offline Editing - E-Signature **Time & Billing** - Time Tracking - Payments - Billing - Activity Tracking - Expense Tracking - Billable Items Tracking - Email Tracking - Task Progress Tracking **Analysis - Legal Document Management** - Document Review - Legal Analytics **Marketing Automation - Legal CRM** - Lead Management - Marketing Analytics **Agentic AI - Legal Case Management** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System - Third-Party Integrations **Agentic AI - E-Filing** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Decision Making **Additional Functionality** - Billing & Invoicing - Document Automation - Customizable Reports - Electronic Signature - Generative AI - Accounting - Alerts/Notifications - Document Templates - Trust Accounting - Client Portal - Reporting & Statistics - Data Import/Export - Access Controls/Permissions - SSL Security - For Legal Professionals - AI Copilot - Case Notes - Full Text Search - Automatic Backup - Customizable Forms - Activity Tracking - Electronic Payments - Predictive Analytics - Contact Database - Customizable Fields - Customer Database - Reminders - Document Storage - Court Records Search - API - Data Visualization - Two-Factor Authentication - Interaction Tracking - Version Control - Credit Card Processing - Status Tracking - Customizable Templates - Expense Tracking - Billable Items Tracking - Time & Expense Tracking - Online Payments - 2-Way Messaging - Billable & Non-Billable Hours - Mobile App **Artificial Intelligence - Legal Document Management** - AI Automation - Generative AI - Document Automation **Customer Support - Legal CRM** - Support Analytics - Customer Portal - Case Management **Agentic AI - Legal Practice Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Third-Party Integrations **Additional Functionality** - Billing & Invoicing - Document Automation - Customizable Reports - Electronic Signature - Generative AI - Accounting - Alerts/Notifications - Document Templates - Trust Accounting - Client Portal - Reporting & Statistics - Data Import/Export - Access Controls/Permissions - SSL Security - For Legal Professionals - AI Copilot - Case Notes - Full Text Search - Reminders - API - Customizable Templates - AI Summarization - Document Generation - Case Law Research - AI Redlining - CRM - Customizable Fields - Collaboration Tools - Secure Data Storage - Search/Filter - Mobile Access - Backup and Recovery - Payment Processing - Customizable Forms **Accessibility - Legal Document Management** - Cross-Platform Access **Platform Reporting and Analytics - Legal CRM** - Reporting **Agentic AI - Legal Document Management** - Cross-system Integration - Natural Language Interaction - Third-Party Integrations **Agentic AI - Legal CRM** - Cross-system Integration - Natural Language Interaction **Additional Functionality** - Customizable Templates - Two-Factor Authentication - Customizable Fields - Document Check-In/Out - Client Management - Document Capture - Audit Trail - For Legal Professionals - Optical Character Recognition - Customizable Reports - Contact Management - Search/Filter - Archiving & Retention - Client Portal - Email Management - Compliance Management - Task Management - Electronic Signature - Document Classification - AI Copilot - Version Control - Document Generation - Collaboration Tools - Activity Dashboard - Deadline Management - Billing & Invoicing - Case Management - Workflow Management - Reporting & Statistics - API - Calendar Management - Alerts/Notifications - Contract/License Management - Reminders - Document Management - SSL Security ## Top Clio Manage Alternatives - [8am MyCase](https://www.g2.com/products/8am-mycase/reviews) - 4.4/5.0 (383 reviews) - [Smokeball](https://www.g2.com/products/smokeball/reviews) - 4.7/5.0 (380 reviews) - [Filevine](https://www.g2.com/products/filevine/reviews) - 4.7/5.0 (289 reviews)